Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Pinto is a financial professional in Winter Garden, FL. Luis has been in the industry since December 2018. Luis is currently registered with AE Wealth Management, LLC and THE Life Wealth Group. Luis has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Luis specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
11/08/2022 - Present
AE Wealth Management, LLC (Winter Garden FL)
FL
04/29/2019 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
10/11/2018 - 02/15/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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